Financial Architects (New Jersey)’s Ollie's Bargain Outlet OLLI Stock Holding History

Financial Architects (New Jersey)’s Portfolio OLLI Stock Details OLLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-443	Closed	-$38K	–	1386
2019 Q1	$38K	Buy	443 +210	+90%	+$16.9K	0.01%	689
2018 Q4	$15K	Hold	233	–	–	﹤0.01%	892
2018 Q3	$22K	Sell	233 -115	-33%	-$9.18K	﹤0.01%	891
2018 Q2	$25K	Hold	348	–	–	﹤0.01%	754
2018 Q1	$21K	Sell	348 -118	-25%	-$6.71K	﹤0.01%	870
2017 Q4	$25K	Sell	466 -111	-19%	-$5.23K	﹤0.01%	911
2017 Q3	$27K	Sell	577 -112	-16%	-$4.94K	﹤0.01%	887
2017 Q2	$29K	Sell	689 -35	-5%	-$1.37K	0.01%	857
2017 Q1	$24K	Buy	724 +35	+5%	+$1.1K	﹤0.01%	884
2016 Q4	$20K	Hold	689	–	–	﹤0.01%	838
2016 Q3	$18K	Buy	+689	New	+$18K	﹤0.01%	866

Other funds holding OLLI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Architects (New Jersey)'s OLLI Position: Q2 2019 in Review

Financial Architects (New Jersey) sold out of Ollie's Bargain Outlet (OLLI) in Q2 2019, closing a stake of 443 shares — an estimated $38K sold.

Financial Architects (New Jersey) first reported a position in OLLI in Q3 2016 and held it in 11 quarters. The position peaked at $38K in Q1 2019. 344 funds tracked by Wall St. Rank hold OLLI as of Q2 2019.

Financial Architects (New Jersey) reported no remaining Ollie's Bargain Outlet position as of Q2 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 443 Ollie's Bargain Outlet shares in Q2 2019, an estimated $38K.
Financial Architects (New Jersey) first reported a position in Ollie's Bargain Outlet in Q3 2016 and held it in 11 quarters.
Financial Architects (New Jersey)'s Ollie's Bargain Outlet position peaked at $38K in Q1 2019.
344 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2019, filed 14 Aug 2019.